BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Saratoga Large Capitalization Value Portfolio

· Saratoga Advantage Trust
Monthly Holdings $15M AUM 11 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 4 New 5 Added 11 Reduced 5 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 AMETEK INC 031100100 Feb 2026 4,434 -360 $1.0M -12.7% 6.59% EC
2 PRIMO BRANDS CORP 741623102 Feb 2026 39,104 -3,138 $970K +1.2% 6.38% EC
3 CLEAN HARBORS INC 184496107 Feb 2026 2,895 -532 $814K -19.0% 5.35% EC
4 WILLIAMS COMPANIES INC (THE) 969457100 Feb 2026 11,378 -3,350 $812K -26.2% 5.34% EC
5 CAPITAL ONE FINANCIAL CORP 14040H105 Feb 2026 4,094 -81 $769K -5.8% 5.06% EC
6 WELLTOWER INC 95040Q104 Feb 2026 3,505 -209 $720K -6.4% 4.73% EC
7 API GROUP CORP 00187Y100 Feb 2026 16,330 -4,503 $670K -27.7% 4.40% EC
8 QUANTA SERVICES INC 74762E102 Feb 2026 632 -508 $450K -29.9% 2.96% EC
9 DANAHER CORP 235851102 Feb 2026 1,644 -75 $300K -17.1% 1.98% EC
10 CBRE GROUP INC 12504L109 Feb 2026 2,127 -2,597 $266K -61.9% 1.75% EC
11 DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS 26200X100 Feb 2026 263,954 -1,028,266 $264K -79.6% 1.74% STIV